Automate Your
Client Reports

From complex custom reports for high-value clients to professionally branded templates across all clients.

XeroGoogle Sheets

Trusted by Modern Finance Professionals

Book&Entries
CAP Advisory
Chiron Flight Services
EMA Global
Habyt
HeyMax
MC Food
The Lo & Behold Group
Tiap Tiap

Built For Your Clients, And Only Them

We work with you to systemize your client's business logic,  giving you lifetime access to instant reports 

Cheetah Flow

Powered by Xero data

  • Accounts
  • Transactions and balances
  • Invoices / bills
  • Line items
  • Purchase orders
  • Bank transfers / payments
  • Manual journals
  • Quotes
  • Tracking categories
  • ... and more
Xero

One-click Automated Reports

  • Data cleaning
  • Business logic
  • Custom calculations / metrics
  • Complex formulas
  • Visualizations
  • Custom formatting
  • Pivot tables
  • Charts and graphs
  • ... and more
Google Sheets

Versatility Meets Precision

From bespoke reports for your most complex clients to standardized templates across your entire practice. 

Consolidation

Consolidation

Consolidate financials across your client's entities instantly — no more switching between Xero orgs, exporting data, and stitching reports together one by one.

Apply your firm's exact methodology, not a generic template. From report structure to inter-company eliminations, everything works the way your practice runs.

Profitability

Profitability

Every client measures profitability differently — by location, business unit, product line, or with their own bespoke inclusions and exclusions. Cheetah adapts to each one.

Every journal line is pulled from the general ledger and your client's report is rebuilt from the bottom up, giving them clarity that matches how their business actually runs.

Bookkeeping

Bookkeeping

Xero already tracks assets, prepayments and accruals. Your team shouldn't have to babysit the same data in spreadsheets, client after client.

Cheetah pulls data straight from each client's Xero, structures it instantly, and delivers it in the exact format your firm uses.

Anomaly Detection

Anomaly Detection

Catch issues in your clients' books in seconds — using rules tailored to each engagement, not generic checks.

Your team focuses on the outliers worth investigating. Cheetah takes care of the rest.

Inventory

Inventory

For clients with inventory, Cheetah connects purchase orders, sales orders, invoices, and bills to reveal how stock truly moves — without changing your client's existing processes.

Give clients the operational visibility they've always asked you for, powered entirely by their own Xero data.

🐾  Didn't spot your use case?
That's the point!
Cheetah's flexibility lets us to build bespoke logic into your reports, including the most esoteric use cases we have yet to encounter.
Just tell us what you're looking for.
Why Modern Accounting Firms Love Cheetah
📚

Deep Expertise

We've built hundreds of reports, often diving deep into clients' businesses

Lightning Fast

Generate client reports in seconds, with zero manual work

🎯

Predator-like Precision

No chance for human error or inconsistent formatting across clients

🚀

Infinitely Scalable

Reuse the same report template across all your client entities

📈

Upsell with Confidence

Serve clients with complex reporting needs without worrying about additional resources.

🔎

Full Visibility

No black boxes or second guessing. Fully-auditable formulas and underlying items

From Stalking to Striking

Lifetime access to instant reports in 3 simple steps

1
Scout Territory 👀

Complimentary consultation to deep dive into your reporting needs, challenges and unique business logic.

2
Lightning Sprint ⚡

We build your custom solution with our deep expertise and some AI magic, checking in with you as we close in on the perfect solution.

3
Precise Strike 💥

We deliver your precision-built tool and provide support so you make the most out of it and get lifetime access to instant reports.

Simple, Transparent Pricing

Whether you manage one company or fifty client entities, our pricing scales with your workflow — not your headcount. 

Bespoke Report Implementation

Starting at$150/ report
depending on complexity
  • Detailed consultation
  • Xero data integration
  • Custom report development
  • Business logic systemization
  • Google Sheets integration
  • Initial setup and testing

Monthly Subscription

Starting at $10 / entity per month
varies with entity count
  • Support for new entity onboarding
  • Multi-client reporting automation
  • Shared report templates across clients
  • Optional white-labelling & branding
  • Dedicated firm support
  • Flexible pricing for growing client lists

Still on the fence?

Find out how much Cheetah saves you

How often do you manually build client reports?

How many types of client reports do you build monthly?

3

How long does each one take?

2 hours

How much is your time worth?

$
/ hour

6 hrs

saved monthly

💰

$270

saved monthly

Ready to Hunt at Cheetah Speed?

Stop prowling through generic solutions.
Let us show you a better way to hunt.

Connect with us on LinkedIn!